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Who are the Earnings Season Leaders?

While the market gyrates, earnings season proceeds apace. This post looks at what I think of as the Earnings Season Leaders. These are the stocks that have shown all of the following three characteristics:

Year-over-year Revenues up 20% or more

Actual Earnings beat First Call estimates by 20% or more

Actual Earnings up 20% or more year-over-year

From a fundamental point of view, these are the stocks at the top of the heap. Given how crazy the market has been lately, there's no guarantee that these stocks are outperforming in terms of stock price.

The last time I sliced and diced earnings season data, I had some requests to list the companies within the sectors that were outperforming. So today I provide a detailed list of the companies and what sector and industry they are in.

Sector

Industry

Symbol

Name

Basic Industries

Agricultural Chemicals

SMG

Scotts Miracle-Gro Company (The)

Basic Industries

Forest Products

WY

Weyerhaeuser Company

Basic Industries

Home Furnishings

FUL

H. B. Fuller Company

Basic Industries

Major Chemicals

LZ

Lubrizol Corporation (The)

Basic Industries

Major Chemicals

CYT

Cytec Industries Inc.

Basic Industries

Major Chemicals

DOW

Dow Chemical Company (The)

Basic Industries

Major Chemicals

ADES

ADA-ES, Inc.

Basic Industries

Major Chemicals

ROC

Rockwood Holdings, Inc.

Basic Industries

Major Chemicals

ATMI

ATMI Inc.

Basic Industries

Major Chemicals

PPO

Polypore International Inc

Basic Industries

Major Chemicals

NLC

Nalco Holding Company

Basic Industries

Major Chemicals

ARJ

Arch Chemicals, Inc.

Basic Industries

Major Chemicals

CBT

Cabot Corporation

Basic Industries

Major Chemicals

WDFC

WD-40 Company

Basic Industries

Major Chemicals

POL

PolyOne Corporation

Basic Industries

Metal Fabrications

NPO

Enpro Industries

Basic Industries

Mining & Quarrying of Nonmetallic Minerals (No Fuels)

HL

Hecla Mining Company

Basic Industries

Paints/Coatings

RPM

RPM, Inc.

Basic Industries

Paper

MWV

Meadwestvaco Corporation

Basic Industries

Precious Metals

CLF

Cliffs Natural Resources Inc.

Basic Industries

Specialty Chemicals

CSL

Carlisle Companies Incorporated

Basic Industries

Steel/Iron Ore

GNA

Gerdau AmeriSteel

Basic Industries

Steel/Iron Ore

X

United States Steel Corporation

Basic Industries

Steel/Iron Ore

NUE

Nucor Corporation

Basic Industries

Telecommunications Equipment

FSIN

Fushi Copperweld, Inc.

Basic Industries

Telecommunications Equipment

GLW

Corning Incorporated

Basic Industries

Telecommunications Equipment

CCIX

Coleman Cable, Inc.

Capital Goods

Auto Manufacturing

WBC

Wabco Holdings Inc.

Capital Goods

Auto Manufacturing

F

Ford Motor Credit Company

Capital Goods

Auto Manufacturing

OSK

Oshkosh Truck Corporation

Capital Goods

Auto Manufacturing

PCAR

PACCAR Inc.

Capital Goods

Auto Parts:O.E.M.

TEN

Tenneco Automotive, Inc.

Capital Goods

Auto Parts:O.E.M.

FSYS

Fuel Systems Solutions, Inc.

Capital Goods

Auto Parts:O.E.M.

TRW

TRW Automotive Holdings Corporation

Capital Goods

Auto Parts:O.E.M.

CAAS

China Automotive Systems, Inc.

Capital Goods

Auto Parts:O.E.M.

SRI

Stoneridge, Inc.

Capital Goods

Auto Parts:O.E.M.

CAAS

China Automotive Systems, Inc.

Capital Goods

Auto Parts:O.E.M.

ARM

ArvinMeritor, Inc.

Capital Goods

Auto Parts:O.E.M.

BWA

BorgWarner Inc.

Capital Goods

Auto Parts:O.E.M.

MGA

Magna International, Inc.

Capital Goods

Biotechnology: Laboratory Analytical Instruments

BRKR

Bruker Corporation

Capital Goods

Biotechnology: Laboratory Analytical Instruments

AFFX

Affymetrix, Inc.

Capital Goods

Biotechnology: Laboratory Analytical Instruments

CALP

Caliper Life Sciences Inc

Capital Goods

Biotechnology: Laboratory Analytical Instruments

COHR

Coherent, Inc.

Capital Goods

Biotechnology: Laboratory Analytical Instruments

CPHD

CEPHEID

Capital Goods

Construction/Ag Equipment/Trucks

CNH

CNH Global N.V.

Capital Goods

Electrical Products

COHU

Cohu, Inc.

Capital Goods

Electrical Products

ENOC

EnerNOC, Inc.

Capital Goods

Electrical Products

ITRI

Itron, Inc.

Capital Goods

Electrical Products

COGO

Cogo Group, Inc.

Capital Goods

Fluid Controls

GGG

Graco Inc.

Capital Goods

Homebuilding

BZH

Beazer Homes USA, Inc.

Capital Goods

Homebuilding

DHI

D.R. Horton, Inc.

Capital Goods

Homebuilding

PHM

PulteGroup, Inc.

Capital Goods

Industrial Machinery/Components

MKSI

MKS Instruments, Inc.

Capital Goods

Industrial Machinery/Components

LII

Lennox International, Inc.

Capital Goods

Industrial Machinery/Components

RINO

RINO International Corporation

Capital Goods

Industrial Machinery/Components

KMT

Kennametal Inc.

Capital Goods

Industrial Machinery/Components

SSD

Simpson Manufacturing Company, Inc.

Capital Goods

Industrial Machinery/Components

CGNX

Cognex Corporation

Capital Goods

Industrial Machinery/Components

FARO

FARO Technologies, Inc.

Capital Goods

Industrial Machinery/Components

NANO

Nanometrics Incorporated

Capital Goods

Industrial Machinery/Components

BLT

Blount International, Inc.

Capital Goods

Industrial Machinery/Components

SQNM

Sequenom, Inc.

Capital Goods

Industrial Machinery/Components

OC

Owens Corning Inc

Capital Goods

Industrial Machinery/Components

ROK

Rockwell Automation Inc

Capital Goods

Industrial Specialties

FO

Fortune Brands, Inc.

Capital Goods

Industrial Specialties

PII

Polaris Industries Inc.

Capital Goods

Metal Fabrications

PH

Parker-Hannifin Corporation

Capital Goods

Metal Fabrications

RTI

RTI International Metals, Inc.

Capital Goods

Metal Fabrications

TKR

Timken Company (The)

Capital Goods

Military/Government/Technical

HWK

Hawk Corporation

Consumer Durables

Automotive Aftermarket

ABG

Asbury Automotive Group Inc

Consumer Durables

Automotive Aftermarket

KAR

KAR Auction Services, Inc

Consumer Durables

Automotive Aftermarket

CTB

Cooper Tire & Rubber Company

Consumer Durables

Automotive Aftermarket

LAD

Lithia Motors, Inc.

Consumer Durables

Automotive Aftermarket

KMX

CarMax Inc

Consumer Durables

Consumer Electronics/Appliances

IRBT

iRobot Corporation

Consumer Durables

Consumer Electronics/Appliances

WHR

Whirlpool Corporation

Consumer Durables

Containers/Packaging

INWK

InnerWorkings, Inc.

Consumer Durables

Containers/Packaging

AVY

Avery Dennison Corporation

Consumer Durables

Home Furnishings

LEG

Leggett & Platt, Incorporated

Consumer Durables

Home Furnishings

TPX

Tempur-pedic International Inc

Consumer Durables

Home Furnishings

IFSIA

Interface, Inc.

Consumer Durables

Industrial Specialties

AIT

Applied Industrial Technologies, Inc.

Consumer Durables

Industrial Specialties

SCHN

Schnitzer Steel Industries, Inc.

Consumer Durables

Major Pharmaceuticals

GERN

Geron Corporation

Consumer Durables

Major Pharmaceuticals

ARRY

Array BioPharma Inc.

Consumer Durables

Major Pharmaceuticals

MRX

Medicis Pharmaceutical Corporation

Consumer Durables

Major Pharmaceuticals

ELN

Elan Corporation, plc

Consumer Durables

Major Pharmaceuticals

AZN

Astrazeneca PLC

Consumer Durables

Major Pharmaceuticals

PPCO

Penwest Pharmaceuticals Co.

Consumer Durables

Major Pharmaceuticals

DEPO

DepoMed, Inc.

Consumer Durables

Major Pharmaceuticals

PRGO

Perrigo Company

Consumer Durables

Major Pharmaceuticals

BMRN

BioMarin Pharmaceutical Inc.

Consumer Durables

Major Pharmaceuticals

ARQL

ArQule, Inc.

Consumer Durables

Major Pharmaceuticals

CEPH

Cephalon, Inc.

Consumer Durables

Major Pharmaceuticals

QLTI

QLT Inc.

Consumer Durables

Major Pharmaceuticals

ISPH

Inspire Pharmaceuticals, Inc.

Consumer Durables

Major Pharmaceuticals

AUXL

Auxilium Pharmaceuticals, Inc.

Consumer Durables

Major Pharmaceuticals

ADLR

Adolor Corporation

Consumer Durables

Major Pharmaceuticals

HSP

Hospira Inc

Consumer Durables

Miscellaneous manufacturing industries

BTH

Blyth, Inc.

Consumer Durables

Specialty Chemicals

SVNT

Savient Pharmaceuticals Inc

Consumer Durables

Specialty Chemicals

USNA

USANA Health Sciences Inc.

Consumer Durables

Telecommunications Equipment

NVTL

Novatel Wireless, Inc.

Consumer Non-Durables

Apparel

CRI

Carter's, Inc.

Consumer Non-Durables

Apparel

UA

Under Armour, Inc.

Consumer Non-Durables

Apparel

VFC

V.F. Corporation

Consumer Non-Durables

Apparel

COLM

Columbia Sportswear Company

Consumer Non-Durables

Apparel

VLCM

Volcom, Inc.

Consumer Non-Durables

Apparel

LULU

lululemon athletica inc.

Consumer Non-Durables

Apparel

GIII

G-III Apparel Group, LTD.

Consumer Non-Durables

Beverages (Production/Distribution)

SAM

Boston Beer Company, Inc. (The)

Consumer Non-Durables

Electronic Components

TEL

Tyco Electronics Ltd.

Consumer Non-Durables

Electronic Components

CELL

Brightpoint, Inc.

Consumer Non-Durables

Electronic Components

AVT

Avnet, Inc.

Consumer Non-Durables

Electronic Components

ARW

Arrow Electronics, Inc.

Consumer Non-Durables

Farming/Seeds/Milling

LO

Lorillard, Inc

Consumer Non-Durables

Package Goods/Cosmetics

RDEN

Elizabeth Arden, Inc.

Consumer Non-Durables

Packaged Foods

MED

MEDIFAST INC

Consumer Non-Durables

Packaged Foods

CPO

Corn Products International, Inc.

Consumer Non-Durables

Packaged Foods

SMBL

Smart Balance Inc

Consumer Non-Durables

Plastic Products

NWL

Newell Rubbermaid Inc.

Consumer Non-Durables

Plastic Products

TUP

Tupperware Corporation

Consumer Non-Durables

Plastic Products

ENTG

Entegris, Inc.

Consumer Non-Durables

Recreational Products/Toys

HAS

Hasbro, Inc.

Consumer Non-Durables

Recreational Products/Toys

MAT

Mattel, Inc.

Consumer Non-Durables

Shoe Manufacturing

CROX

Crocs, Inc.

Consumer Non-Durables

Shoe Manufacturing

RCKY

Rocky Brands, Inc.

Consumer Non-Durables

Shoe Manufacturing

DECK

Deckers Outdoor Corporation

Consumer Non-Durables

Shoe Manufacturing

TBL

Timberland Company (The)

Consumer Non-Durables

Shoe Manufacturing

KCP

Kenneth Cole Productions, Inc.

Consumer Non-Durables

Shoe Manufacturing

SHOO

Steven Madden, Ltd.

Consumer Non-Durables

Specialty Foods

HSY

Hershey Foods Corporation

Consumer Services

Books

MHP

McGraw-Hill Companies, Inc. (The)

Consumer Services

Broadcasting

BLC

Belo Corporation

Consumer Services

Broadcasting

SIRI

Sirius XM Radio Inc.

Consumer Services

Broadcasting

ETM

Entercom Communications Corporation

Consumer Services

Catalog/Specialty Distribution

STMP

Stamps.com Inc.

Consumer Services

Catalog/Specialty Distribution

OSTK

Overstock.com, Inc.

Consumer Services

Catalog/Specialty Distribution

NSIT

Insight Enterprises, Inc.

Consumer Services

Catalog/Specialty Distribution

GSIC

GSI Commerce, Inc.

Consumer Services

Catalog/Specialty Distribution

PCCC

PC Connection, Inc.

Consumer Services

Clothing/Shoe/Accessory Stores

FINL

The Finish Line, Inc.

Consumer Services

Clothing/Shoe/Accessory Stores

HBI

Hanesbrands Inc.

Consumer Services

Consumer: Greeting Cards

AM

American Greetings Corporation

Consumer Services

Department/Specialty Retail Stores

TUES

Tuesday Morning Corp.

Consumer Services

Farming/Seeds/Milling

ANDE

The Andersons, Inc.

Consumer Services

Hotels/Resorts

LVS

Las Vegas Sands Corp.

Consumer Services

Hotels/Resorts

MPEL

Melco Crown Entertainment Limited

Consumer Services

Marine Transportation

RCL

Royal Caribbean Cruises Ltd.

Consumer Services

Military/Government/Technical

APWR

A-Power Energy Generation Systems, Ltd.

Consumer Services

Motor Vehicles

LKQX

LKQ Corporation

Consumer Services

Motor Vehicles

MDS

Midas, Inc.

Consumer Services

Movies/Entertainment

TWX

Time Warner Inc.

Consumer Services

Movies/Entertainment

CNK

Cinemark Holdings Inc

Consumer Services

Newspapers/Magazines

MSO

Martha Stewart Living Omnimedia, Inc.

Consumer Services

Other Consumer Services

UTI

Universal Technical Institute Inc

Consumer Services

Other Consumer Services

CSTR

Coinstar, Inc.

Consumer Services

Other Consumer Services

KNOT

The Knot, Inc.

Consumer Services

Other Consumer Services

LOPE

Grand Canyon Education, Inc.

Consumer Services

Other Consumer Services

LINC

Lincoln Educational Services Corporation

Consumer Services

Other Specialty Stores

HVT

Haverty Furniture Companies, Inc.

Consumer Services

Other Specialty Stores

CAB

Cabela's Inc

Consumer Services

Other Specialty Stores

PRTS

U.S. Auto Parts Network, Inc.

Consumer Services

Paper

OMX

Officemax Incorporated

Consumer Services

Real Estate Investment Trusts

RYN

Rayonier Inc. REIT

Consumer Services

Recreational Products/Toys

BBW

Build-A-Bear Workshop, Inc.

Consumer Services

Rental/Leasing Companies

HTZ

Hertz Global Holdings, Inc

Consumer Services

Restaurants

CMG

Chipotle Mexican Grill, Inc.

Consumer Services

Restaurants

MRT

Morton's Restaurant Group, Inc.

Consumer Services

Restaurants

KONA

Kona Grill, Inc.

Consumer Services

Services-Misc. Amusement & Recreation

DVD

Dover Downs Entertainment, Inc.

Consumer Services

Services-Misc. Amusement & Recreation

FUN

Cedar Fair, L.P.

Consumer Services

Services-Misc. Amusement & Recreation

PNK

Pinnacle Entertainment, Inc.

Consumer Services

Services-Misc. Amusement & Recreation

WYNN

Wynn Resorts, Limited

Consumer Services

Services-Misc. Amusement & Recreation

MCRI

Monarch Casino & Resort, Inc.

Consumer Services

Telecommunications Equipment

AMT

American Tower Corporation

Consumer Services

Telecommunications Equipment

DTV

DIRECTV

Energy

Industrial Machinery/Components

BGG

Briggs & Stratton Corporation

Energy

Industrial Machinery/Components

CMI

Cummins Inc.

Energy

Industrial Machinery/Components

GTI

GrafTech International Ltd

Energy

Industrial Machinery/Components

BC

Brunswick Corporation

Energy

Industrial Machinery/Components

MXWL

Maxwell Technologies, Inc.

Energy

Integrated oil Companies

HES

Hess Corporation

Energy

Integrated oil Companies

MRO

Marathon Oil Corporation

Energy

Oil & Gas Production

CXG

CNX Gas Corporation

Energy

Oil & Gas Production

WTI

W&T Offshore, Inc.

Energy

Oil & Gas Production

SM

St. Mary Land

Energy

Oil & Gas Production

BEXP

Brigham Exploration Company

Energy

Oil & Gas Production

CLR

Continental Resources, Inc.

Energy

Oil & Gas Production

DVN

Devon Energy Corporation

Energy

Oil & Gas Production

CRK

Comstock Resources, Inc.

Energy

Oil & Gas Production

CWEI

Clayton Williams Energy, Inc.

Energy

Oil & Gas Production

APC

Anadarko Petroleum Corporation

Energy

Oil & Gas Production

CXO

Concho Resources Inc.

Energy

Oilfield Services/Equipment

RES

RPC, Inc.

Energy

Oilfield Services/Equipment

SWSI

Superior Well Services, Inc.

Finance

Investment Bankers/Brokers/Service

MS

Morgan Stanley

Finance

Investment Bankers/Brokers/Service

BGCP

BGC Partners, Inc.

Finance

Investment Bankers/Brokers/Service

JMP

JMP Group Inc

Finance

Investment Bankers/Brokers/Service

KBW

KBW Inc

Finance

Investment Bankers/Brokers/Service

GS

Goldman Sachs Group, Inc. (The)

Finance

Investment Managers

BX

The Blackstone Group L.P.

Finance

Investment Managers

AB

Alliance Capital Management Holding L.P.

Finance

Investment Managers

LAZ

Lazard LTD.

Finance

Major Banks

SBCF

Seacoast Banking Corporation of Florida

Finance

Major Banks

COF

Capital One Financial Corporation

Finance

Major Banks

TCB

TCF Financial Corporation

Finance

Property-Casualty Insurers

HMN

Horace Mann Educators Corporation

Finance

Property-Casualty Insurers

STFC

State Auto Financial Corporation

Finance

Property-Casualty Insurers

SIGI

Selective Insurance Group, Inc.

Finance

Property-Casualty Insurers

MRH

Montpelier RE Holdings Ltd

Finance

Property-Casualty Insurers

RNR

RenaissanceRe Holdings Ltd.

Finance

Real Estate

JLL

Jones Lang LaSalle Incorporated

Finance

Savings Institutions

ETFC

E*TRADE Financial Corporation

Health Care

Biotechnology: Biological Products (No Diagnostic Substances)

BCRX

BioCryst Pharmaceuticals, Inc.

Health Care

Biotechnology: Biological Products (No Diagnostic Substances)

CYPB

Cypress Bioscience, Inc.

Health Care

Biotechnology: Biological Products (No Diagnostic Substances)

NPSP

NPS Pharmaceuticals, Inc.

Health Care

Biotechnology: Biological Products (No Diagnostic Substances)

NBIX

Neurocrine Biosciences, Inc.

Health Care

Biotechnology: Biological Products (No Diagnostic Substances)

ZGEN

ZymoGenetics, Inc.

Health Care

Biotechnology: Biological Products (No Diagnostic Substances)

ACOR

Acorda Therapeutics, Inc.

Health Care

Biotechnology: Commercial Physical & Biological Resarch

INCY

Incyte Corporation

Health Care

Biotechnology: Electromedical & Electrotherapeutic Apparatus

ZOLL

Zoll Medical Corporation

Health Care

Biotechnology: Electromedical & Electrotherapeutic Apparatus

THOR

Thoratec Corporation

Health Care

Biotechnology: Electromedical & Electrotherapeutic Apparatus

SPNC

The Spectranetics Corporation

Health Care

Biotechnology: In Vitro & In Vivo Diagnostic Substances

OSIP

OSI Pharmaceuticals Inc.

Health Care

Hospital/Nursing Management

THC

Tenet Healthcare Corporation

Health Care

Hospital/Nursing Management

RHB

Rehabcare Group, Inc.

Health Care

Hospital/Nursing Management

FVE

Five Star Quality Care, Inc.

Health Care

Hospital/Nursing Management

ODSY

Odyssey Healthcare, Inc.

Health Care

Industrial Specialties

ALGN

Align Technology, Inc.

Health Care

Industrial Specialties

IVC

Invacare Corporation

Health Care

Medical Specialities

HUM

Humana Inc.

Health Care

Medical Specialities

UAM

Universal American Financial Corp.

Health Care

Medical Specialities

HS

Healthspring, Inc.

Health Care

Medical Specialities

MWIV

MWI Veterinary Supply, Inc.

Health Care

Medical Specialities

UNH

UnitedHealth Group Incorporated

Health Care

Medical/Dental Instruments

MMM

3M Company

Health Care

Medical/Dental Instruments

OFIX

Orthofix International N.V.

Health Care

Medical/Dental Instruments

PODD

Insulet Corporation

Health Care

Medical/Dental Instruments

VITA

Orthovita, Inc.

Health Care

Medical/Dental Instruments

EVVV

ev3 Inc.

Health Care

Medical/Nursing Services

PRSC

The Providence Service Corporation

Health Care

Other Pharmaceuticals

HLF

Herbalife LTD.

Miscellaneous

Business Services

CATM

Cardtronics, Inc.

Miscellaneous

Business Services

LOCM

Local.com Corporation

Miscellaneous

Business Services

EXLS

ExlService Holdings, Inc.

Miscellaneous

Business Services

BID

Sotheby's Holdings, Inc.

Miscellaneous

Business Services

DGIT

DG FastChannel, Inc.

Miscellaneous

Business Services

SNWL

SonicWALL, Inc.

Miscellaneous

Business Services

LLNW

Limelight Networks, Inc.

Miscellaneous

Multi-Sector Companies

SRSL

SRS Labs, Inc.

Miscellaneous

Other Consumer Services

SFLY

Shutterfly, Inc.

Public Utilities

Electric Utilities: Central

SO

Southern Company (The)

Public Utilities

Electric Utilities: Central

PNW

Pinnacle West Capital Corporation

Public Utilities

Electric Utilities: Central

GXP

Great Plains Energy Inc

Public Utilities

Environmental Services

WSII

Waste Services, Inc.

Public Utilities

Power Generation

WR

Westar Energy, Inc.

Public Utilities

Telecommunications Equipment

NTGR

NETGEAR, Inc.

Public Utilities

Telecommunications Equipment

AUDC

AudioCodes Ltd.

Public Utilities

Telecommunications Equipment

PLT

Plantronics, Inc.

Public Utilities

Telecommunications Equipment

INFN

Infinera Corporation

Public Utilities

Telecommunications Equipment

IKAN

Ikanos Communications, Inc.

Public Utilities

Telecommunications Equipment

TLAB

Tellabs, Inc.

Technology

Advertising

IPG

Interpublic Group of Companies, Inc. (The)

Technology

Computer Communications Equipment

APKT

Acme Packet, Inc.

Technology

Computer Communications Equipment

EXTR

Extreme Networks, Inc.

Technology

Computer Communications Equipment

ELX

Emulex Corporation

Technology

Computer Communications Equipment

EFII

Electronics for Imaging, Inc.

Technology

Computer Manufacturing

AAPL

Apple Inc.

Technology

Computer Manufacturing

TDC

Teradata Corporation

Technology

Computer Manufacturing

LXK

Lexmark International, Inc.

Technology

Computer peripheral equipment

XRX

Xerox Corporation

Technology

Computer peripheral equipment

LOGI

Logitech International S.A.

Technology

Computer Software: Prepackaged Software

GUID

Guidance Software, Inc.

Technology

Computer Software: Prepackaged Software

CCOI

Cogent Communications Group, Inc.

Technology

Computer Software: Prepackaged Software

MANH

Manhattan Associates, Inc.

Technology

Computer Software: Prepackaged Software

NENG

Network Engines, Inc

Technology

Computer Software: Prepackaged Software

CDNS

Cadence Design Systems, Inc.

Technology

Computer Software: Prepackaged Software

THQI

THQ Inc.

Technology

Computer Software: Prepackaged Software

UNCA

Unica Corporation

Technology

Computer Software: Prepackaged Software

SMSI

Smith Micro Software, Inc.

Technology

Computer Software: Prepackaged Software

TIBX

TIBCO Software, Inc.

Technology

Computer Software: Prepackaged Software

RST

Rosetta Stone

Technology

Computer Software: Programming, Data Processing

BIDU

Baidu, Inc.

Technology

EDP Services

DIVX

DivX, Inc.

Technology

EDP Services

DST

DST Systems, Inc.

Technology

EDP Services

PTI

Patni Computer Systems Limited

Technology

EDP Services

TZOO

Travelzoo Inc

Technology

EDP Services

YHOO

Yahoo! Inc.

Technology

Electronic Components

PAR

3PAR Inc

Technology

Electronic Components

XRTX

Xyratex Ltd.

Technology

Electronic Components

SNDK

SanDisk Corporation

Technology

Industrial Machinery/Components

IVAC

Intevac, Inc.

Technology

Industrial Machinery/Components

BTUI

BTU International, Inc.

Technology

Industrial Machinery/Components

UTEK

Ultratech, Inc.

Technology

Industrial Machinery/Components

ZBRA

Zebra Technologies Corporation

Technology

Industrial Machinery/Components

DOV

Dover Corporation

Technology

Industrial Machinery/Components

VSEA

Varian Semiconductor Equipment Associates, Inc.

Technology

Industrial Machinery/Components

ETN

Eaton Corporation

Technology

Professional Services

TBI

Trueblue Inc

Technology

Professional Services

SFN

SFN Group, Inc

Technology

Radio And Television Broadcasting And Communications Equipment

ARRS

Arris Group Inc

Technology

Radio And Television Broadcasting And Communications Equipment

CRNT

Ceragon Networks Ltd.

Technology

Radio And Television Broadcasting And Communications Equipment

KVHI

KVH Industries, Inc.

Technology

Semiconductors

AMCC

Applied Micro Circuits Corporation

Technology

Semiconductors

MCRL

Micrel, Incorporated

Technology

Semiconductors

MSPD

Mindspeed Technologies, Inc.

Technology

Semiconductors

OIIM

O2Micro International Limited

Technology

Semiconductors

PLXT

PLX Technology, Inc.

Technology

Semiconductors

PSEM

Pericom Semiconductor Corporation

Technology

Semiconductors

RBCN

Rubicon Technology, Inc.

Technology

Semiconductors

ATML

Atmel Corporation

Technology

Semiconductors

RFMD

RF Micro Devices, Inc.

Technology

Semiconductors

MLNX

Mellanox Technologies, Ltd.

Technology

Semiconductors

RMBS

Rambus, Inc.

Technology

Semiconductors

ALTR

Altera Corporation

Technology

Semiconductors

SIMO

Silicon Motion Technology Corporation

Technology

Semiconductors

SMSC

Standard Microsystems Corporation

Technology

Semiconductors

VIRL

Virage Logic Corporation

Technology

Semiconductors

VLTR

Volterra Semiconductor Corporation

Technology

Semiconductors

AATI

Advanced Analogic Technologies, Inc.

Technology

Semiconductors

ANAD

ANADIGICS, Inc.

Technology

Semiconductors

FORM

FormFactor, Inc.

Technology

Semiconductors

CAVM

Cavium Networks, Inc.

Technology

Semiconductors

CSUN

China Sunergy Co., Ltd.

Technology

Semiconductors

CY

Cypress Semiconductor Corporation

Technology

Semiconductors

DIOD

Diodes Incorporated

Technology

Semiconductors

MU

Micron Technology, Inc.

Technology

Semiconductors

ENTR

Entropic Communications, Inc.

Technology

Semiconductors

LSCC

Lattice Semiconductor Corporation

Technology

Semiconductors

IPGP

IPG Photonics Corporation

Technology

Semiconductors

IRF

International Rectifier Corporation

Technology

Semiconductors

AUO

AU Optronics Corp

Technology

Semiconductors

ZRAN

Zoran Corporation

Technology

Semiconductors

AXTI

AXT Inc

Technology

Semiconductors

DSPG

DSP Group, Inc.

Technology

Semiconductors

LLTC

Linear Technology Corporation

Transportation

Air Freight/Delivery Services

CAL

Continental Airlines, Inc.

Transportation

Air Freight/Delivery Services

LCC

US Airways Group, Inc. New

Transportation

Air Freight/Delivery Services

DAL

Delta Air Lines Inc. (New)

Transportation

Air Freight/Delivery Services

UAUA

UAL Corporation

Transportation

Oil Refining/Marketing

PACR

Pacer International, Inc.

Transportation

Oil Refining/Marketing

VTNC

Vitran Corporation, Inc.

Transportation

Railroads

KSU

Kansas City Southern

Transportation

Trucking Freight/Courier Services

CNW

CNF, Inc.

Transportation

Trucking Freight/Courier Services

UPS

United Parcel Service, Inc.

Transportation

Trucking Freight/Courier Services

SAIA

Saia, Inc.

Transportation

Trucking Freight/Courier Services

ODFL

Old Dominion Freight Line, Inc.

Transportation

Trucking Freight/Courier Services

QLTY

Quality Distribution, Inc.

Transportation

Trucking Freight/Courier Services

CVTI

Covenant Transportation Group, Inc.

Out of all the stocks that have reported so far, and we are over 80% complete in this quarter's earnings season, only 353 stocks have done well enough to make it on to this list.

If you are interested in looking for investment ideas among those stocks showing earnings and revenue momentum, this list is a good place to start. And with the market sliding lately, I suspect you can pick up some great stocks for much cheaper prices.

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